Kuali Days 2010 Kuali Student Implementation

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This presentation covers the key steps and decisions that need to be taken in order to implement Kuali Student Release 1.1. It should be of interest to project managers and technical analysts who need to understand the mechanics of an implementation project. The topics include:

* The functional scope of R1.1
* Data conversation from legacy systems
* Technical deployment topologies: Rice infrastructure and database options
* Configuration options
* Managing the configuration project
* Documentation
* Bug fixes and enhancements

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  • Everything in this presenation will be covered in greater detail in the product documentation.
  • There is potentially an enormous variability in the scope of an implementation project. At the one extreme it can be treated as a relatively contained, small/medium project:
    Just course approval
    Do not change any existing business processes
    Small technical footprint: just ks-embedded

    Large:
    If you want to use Kuali Student as an occasion for business process reengineering
    If you want to use Kuali Student
  • You have 3 options available to you.
    You can go directly against the Kuali Student Learning Unit database. You could use SQL scripts from the installation process as a model for this approach. However, this is the most error prone approach. There is no guarantee that your data mappings will match those of the application. The data element names are very abstract. You will by-pass all the all the edits and constraints defined in the dictionaries
    The second option is to go against the LU Service
  • Kuali Days 2010 Kuali Student Implementation

    1. 1. open source administration software for education next generation student system
    2. 2. open source administration software for education Implementing Kuali Student Objective : you should be able to list the items that need to be in an implementation project plan • Leo Fernig: 15 minute overview of implementation • Kamal Muthuswamy: 15 minute over view of configuration • Jeff Caddel: 15 minute overview of deployment
    3. 3. open source administration software for education Documentation • Everything covered : – Implementation guide – Configuration guide – Developer guide On December 15 documentation will be ready to download:
    4. 4. open source administration software for education Key implementation topics 1. Functional design issues 2. Technical design issues 3. Kuali Student resources that are available for implementation teams
    5. 5. open source administration software for education Functional design and decision points Functional decision points • Decide on the scope of the implementation • Decide which business processes need to be implemented • Decide on integration pattern with legacy systems
    6. 6. open source administration software for education Scope of an implementation project Scope of the data footprint – Course • Credit courses • Non-credit courses – Program – Other Scope of the business footprint – Are you going to introduce new business processes – Are you going to pilot for selected schools Technical footprint – Small: ks-embedded – Large: rolling our Rice as an EA building block
    7. 7. open source administration software for education Analyse curriculum workflow Workflow • Centralized (all forms go to a central office for entry) • Heterogeneous (mixed distributed and centralized) • Distributed (proposals are entered at the source) • Workflow configuration – Pre-configured – Dynamic
    8. 8. open source administration software for education Deployment options Options • Option 1: ks-embedded • Option 2: ks-standalone Option 1 Option 2 RICE Identity (KIM) Workflow (KEW) Kuali Student Kuali Student RICE Identity (KIM) Workflow (KEW)
    9. 9. open source administration software for education Data integration strategies One way or two way ? 1. Integration at the business service layer. Preferred! 2. Integration at the LU service layer 3. Db to Db Legacy System KSLU Learning Unit Credit Course
    10. 10. open source administration software for education Data Conversion Data conversion 1. Data mapping Map legacy elements to KS credit course 2. Create dynamic attributes Add additional data elements needed 3. Dictionary constraints Change/relax constraints in xml dictionary files 4. Extract and load programs Modify/re-use existing code developed at UBC/UCB
    11. 11. open source administration software for education Resources available during implementation • Formal documentation: – Implementation guide – Configuration guide – Developer guide – Available at: http://kuali.org/ks/releases on December 15 • KS wiki • Service contracts • Database ER diagrams • Community: Implementer User group (IUG) • Join ks.collab@kuali.org, rice.collab@kuali.org
    12. 12. open source administration software for education Preparing for Configuration • Bring KS instance up and running standalone • Document configuration requirements • Setup the environment (Dev, Test…) • Set up local configuration project • Join ks.collab@kuali.org, rice.collab@kuali.org • Review KS Install/Config Guides. – Don’t forget the developer guide
    13. 13. open source administration software for education KS Configuration Options • Configuration option available at multiple level • Configuring UI – Style, themes, logos, messages – Adding/dropping fields – Sections, layouts • Configuring Data – Spring bean based XML data dictionaries – Constraints that are used by services and UI – Dynamic Attributes • Configure Search/Lookups
    14. 14. open source administration software for education KS UI
    15. 15. open source administration software for education KS Configuration Options (more) • Authorization (KIM – Rice) • Workflow (KEW - Rice) – Document Type • Organization Management • Rules (e.g. PreReqs, CoReqs etc)
    16. 16. open source administration software for education KS Configuration Project • Separate Project • All the configuration artifacts (XML, Java, Properties) goes in it • Safe from KS Upgrades • Can clone ks-web/ks-embedded as a starting point
    17. 17. open source administration software for education Configuration Tools • KS Admin Client to manage – Messages, Academic Time Period, Enumerations
    18. 18. open source administration software for education Skill Set Required • What skill set is required for configuration – Depends on the configuration – Configuration guide documents ‘Level of Complexity’ – Most configuration is XML file editing – For UI certain amount of Java and preferably GWT knowledge required
    19. 19. open source administration software for education 3 KS Build & Deploy: Summary • Institution agnostic • Cloud oriented – Elastic Compute Cloud (EC2) – Simple Storage Service (S3) • Maven centric – Build from source with “mvn install”
    20. 20. open source administration software for education 3 KS Build & Deploy : Cloud Resources • https://test.kuali.org/svn/student/tags • EC2 – http://ci.ks.kuali.org – Hudson – http://nexus.kuali.org – Nexus Repository Manager – http://dev.ks.kuali.org – Linux + Tomcat + Oracle • S3 – http://maven.kuali.org – S3 “bucket” – 99.999999999% durability – 99.99% up time – http://s3browse.springsource.com/browse/maven.kuali.org – Commodity pricing - $0.15 per gigabyte
    21. 21. open source administration software for education 3 KS Build & Deploy
    22. 22. open source administration software for education 3 Kuali Nexus – http://nexus.kuali.org – Single source artifact acquisition • Plugins, snapshots, releases • Everything needed to build Kuali software – High availability - 99.99% uptime – Load Balanced, distributed
    23. 23. open source administration software for education 3 Maven + Nexus
    24. 24. open source administration software for education 3 Build & Deploy : Future
    25. 25. open source administration software for education Questions

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